How To Change Partner of Record For CRM Online

Instructions for Designating a Partner of Record for Microsoft Dynamics CRM Online Services subscriptions

  1. Sign in to Microsoft Online Services at https://portal.microsoftonline.com/ and go to the Office 365 admin center page (see below). The Office 365 Portal opens.
  2. Click “Admin” in the top right corner of the screen. A drop-down menu appears. Click “Office 365”.

Office 365

The Office 365 admin center appears.

Office 365 admin center

Alternatively, if you are already logged into your Microsoft Dynamics CRM organization, you can get to the Office 365 admin center by navigating to SETTINGS > Administration and clicking on Subscription Management.

Microsoft Dynamics CRM

The Office 365 Portal opens. Click “Admin” in the top right corner of the screen. Select “Office 365” from the drop-down menu.

Office 365 Portal

The Office 365 admin center appears.

Office 365 admin center

  1. Click the billing link in the navigation menu on the left-had side of the screen (see below).

Ofice 365 billing

4.  Click the link for the SUBSCRIPTION for which you wish to add Tridea Partners as your Partner of Record, in this example Microsoft Dynamics CRM Online Trial (see below). Each subscription has a separate Partner of Record. To name Tridea Partners as your Partner of Record for each subscription requires you to complete steps 3 through 6 in this guide for each subscription.

CRM

5. Click the add link under partner information (see below)

Partner Infomation

6. Enter the Partner ID for Tridea Partners (“724952”) in the Microsoft partner ID field, and click the check ID button. “Partner found: Tridea Partners” should then be displayed in green below the Microsoft Partner ID field. Click the OK button

7. When the page refreshes (see below), you should now see “Tridea Partners” listed under partner information on the right.

Contact Tridea Partners for more information.

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